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California State University, Long BeachCalifornia State University, Long Beach
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All DAF Forms

These are all of the Division of Administration and Finance's currently published forms and procedures. Other divisions publish documents not listed here. DAF also maintains campus Administrative Guidelines, which may be of interest.

Human Resources Management Forms

Staff Human Resources   Issue Date MS Word Files MS Excel Files PDF Files
Certification of Health Care Provider - Employee Maintained by the U.S. Department of Labor  PDF Document
Certification of Health Care Provider - Family Member Maintained by the U.S. Department of Labor  PDF Document
Confidential Data Sheet   PDF Document
Employee Planning and Performance Goal Setting Sheet [ Information ] 2008-09-08  MS Word Document PDF Document
Employee Planning and Performance Review Form [ Information ](Employee Evaluation Form) 2008-09-08  MS Word Document PDF Document
Employee Professional Learning & Development Plan
[ Instructions ]		 2008-05-28   MS Word Document
Employee's Choice of Physician   PDF Document
Family Medical Leave Form 2009-01  PDF Document
Employment Application
(Emergency / Intermittent / Casual Worker Applicants Only)		 2008-11-18  MS Word Document PDF Document
Fee Waiver: Dependent Registration Form [ Instructions ] 2008-11-18  MS Word Document PDF Document
Fee Waiver: Request for Registration Form 2008-11-18  MS Word Document PDF Document
In Range Progression Form 2008-05-01  MS Word Document PDF Document
Management Personnel Performance Evaluation Form 2007-09-17   MS Word Document PDF Document
Personnel Transaction Form [ Instructions ] 2009-07-23  Excel Document
Position Description Form 2008-01-08  MS Word Document PDF Document
Professional Development Grant Program [ Instructions ] 2008-09-04   PDF Document
Request for Exception to 2009 - 2010 Hiring Freeze 2009-09-02   MS Word Document PDF Document
Staff Leave of Absence Request 2009-09-09  PDF Document
Unit 4 Merit Bonus Pay Program - Recommendation Form [ Instructions ] 2009-02-01  Excel Document PDF Document
Unit 4 Performance Evaluation and Goal Setting Sheet 2009-06  MS Word Document
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Volunteer Assignment Forms  Issue Date MS Word Files MS Excel Files PDF Files
I.D. Card Application   MS Word Document
Volunteer Assignment Form [ Information ] 2005-03-22  Excel Document PDF Document
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Benefits   Issue Date MS Word Files MS Excel Files PDF Files
DCRA/HCRA Reimbursement Account Claim Form and Instructions 2009-02-17   PDF Document
Health Benefits Enrollment Worksheet 2007-12-13  PDF Document
Vision Out-of-Network Reimbursement Claim Form 2009-10-14   PDF Document
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Payroll Issue Date MS Word Files MS Excel Files PDF Files
Absence & Additional Time Worked (Furlough) 2009-08-06   MS Excel Document  
Absence & Additional Time Worked [ Instructions ] 2008-06-10   MS Excel Document PDF Document
Absences Without Pay Form 2001-06-28 MS Word Document MS Excel Document  
Additional Pay Voucher [ Instructions ] 2009-03-25   MS Excel Document PDF Document
Alternate Work Schedule Form 2007-03-12   MS Excel Document  
Clearance Certificate 2009-10-20     PDF Document
Direct Deposit 2009-03-23      
Employment Action Request 2009-03-23     PDF Document
Employment Eligibility Verification (Form I-9) 2009-02-02     PDF Document
Fringe Benefit Certification 2008-07-31 MS Word Document   PDF Document
Hourly Employee Time Voucher 2007-04-06   MS Excel Document  
Immediate Pay Voucher 2002-02-21 MS Word Document MS Excel Document  
Information Sign-in Form [ Instructions ] 2008-11-19   MS Excel Document PDF Document
Overtime Authorization Form 2001-06-20   MS Excel Document  
Payroll Signature Authorization 2008-12-04   MS Excel Document PDF Document
PST-Retirement Benefit Payment Application 2009-07-02   PDF Document
Request for Nondisclosure of Employee Home Address 2000-11-12     PDF Document
Salaried / Hourly Adjustment Form (Furlough)     MS Excel Document  
Salaried / Hourly Adjustment Form [ Instructions, PDF ] 2008-06-11   MS Excel Document PDF Document
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Payroll - Students Issue Date MS Word Files MS Excel Files PDF Files
Student Adjustment Form [ Instructions ] 2008-03-12   MS Excel Document PDF Document
Student Employment Payroll Transaction Form (SEPTF) [ Instructions ] 2009-03-20   MS Excel Document PDF Document
Student Performance Report [ Instructions ] 2001-04-30 MS Word Document    
Student Voucher - Blank [ Instructions ] 2007-05-07   MS Excel Document  
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Financial Management Resources Forms

Bursar's Office Procedures and Forms

Student Related Instructions and Forms MS Word Files MS Excel Files PDF Files
Installment Payment Plan Agreement        PDF Document 
Refund of Fees Application  MS Word Document       
Registration Fee Short Term Loan Application  MS Word Document       
Request for Special Circumstances Refund  MS Word Document      PDF Document 
Sponsorship Agreement  MS Word Document      PDF Document 
Statement of Privileges and Responsibilities  MS Word Document      PDF Document 
Submitting Request for Special Circumstances Refund [ Instructions ]  MS Word Document      PDF Document 
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Cashiers' Forms MS Word Files MS Excel Files PDF Files
Batch Transmittal Discrepancy Form  MS Word Document      PDF Document 
Deposit/Transmittal Batch Form     MS Excel Document    
Petty Cash Disbursement Voucher         
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Miscellaneous Forms MS Word Files MS Excel Files PDF Files
Item Type Request Form  MS Word Document       
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Controller's Office MS Word Files MS Excel Files PDF Files
Controller's Office Delegation of Authority Form [Instructions]  MS Word Document      PDF Files 
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Procurement Procedures and Forms

Purchasing procedures and forms
Departmental Copier Program MS Word Files MS Excel Files PDF Files
DCP Billing Form Instructions  MS Word Document      PDF Document 
DCP Copier Supply Order  MS Word Document      PDF Document 
DCP Copy Machine Usage Monthly Reading Report     Excel Document   PDF Document 
DCP Color Copy Machine Usage Monthly Reading Report     MS Excel Document   PDF Document 
DCP Password Request Form  MS Word Document      PDF Document 
DCP Copy Machine Request Form     Excel Document   PDF Document 
DCP Non Program Paper Order Form     Excel Document   PDF Document 
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Mail Services MS Word Files MS Excel Files PDF Files
Incorrectly Addressed Mail Piece Memo  MS Word Document         
Postage Rate Increase         
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Materials Management MS Word Files MS Excel Files PDF Files
Request for Outgoing Freight Form  MS Word Document       
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Print Shop MS Word Files MS Excel Files PDF Files
Pricing Information         
Work Request  MS Word Document   Excel Document   PDF Document 
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Office Max MS Word Files MS Excel Files PDF Files
New User Setup     MS Excel Document    
Modify User     MS Excel Document    
Delete User     MS Excel Document    
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Procurement Card MS Word Files MS Excel Files PDF Files
P-Card Account Maint Form  MS Word Document       
P-Card Application Form [Instructions]  MS Word Document       
P-Card Lost/Itemized Receipt Form        PDF Document 
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Property Management MS Word Files MS Excel Files PDF Files
Custody Form
[ Procedure For Loan Of Equipment For Long Term Off Campus Use]
[ User Instruction - Custody Form]		     Excel Document   PDF Document 
Departmental Equipment Check-Out Log
[ Procedure for Loan of Equipment for Short Term Use]
[ User Instruction - Departmental Equipment Check-out log]		     Excel Document   PDF Document 
Missing Item Form     Excel Document    
Property Survey Request Form  MS Word Document      PDF Document 
Property Transfer Request Form  MS Word Document      PDF Document 
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Purchasing Procedures and Forms

Purchasing Manuals MS Word Files MS Excel Files PDF Files
CSU Manual for Contracting & Procurement         
CSULB Buy Recycled Handbook        PDF document 
CSULB Procurement Card Manual  MS Word Document      PDF document 
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Vendor Related Forms MS Word Files MS Excel Files PDF Files
Assignment Form  MS Word Document       
Bid Evaluation Sheet  MS Word Document       
Contract Checklist  MS Word Document       
CSU Agreement (CRL017)         
Disabled Veteran Business Enterprise (DVBE) Participation         
Drug Free Workplace Certification         
General Provisions for Commodity & Service Acquisitions (CRL020)         
General Provisions for Service Acquisitions (CRL050)         
Non Discrimination Clause         
Recycled Content Certification Form         
Reference Sheet  MS Word Document       
Small Business Certification         
Vendor Data Record (Form 204)  MS Word Document      PDF document 
Vendor Outreach - CSULB Opportunities Workshop  MS Word Document      PDF Document 
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Additional Forms Required on Bids for Goods and Services in Excess of $80,000 MS Word Files MS Excel Files PDF Files
Enterprise Zone Preference Program & Forms         
Target Area Contract Preference Program & Forms         
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Public Works Forms MS Word Files MS Excel Files PDF Files
Notice to Contractors and Invitation for Bid  MS Word Document       
Contractor's Bid Proposal  MS Word Document       
Bidder's Bond  MS Word Document       
Major Capital Outlay General Provisions         
Minor Capital Outlay General Provisions         
Supplemental Conditions (modified per project/campus)  MS Word Document       
Non Discrimination  MS Word Document       
Special Conditions  MS Word Document       
Payment Bond  MS Word Document       
Performance Bond  MS Word Document       
Financial Pre-Qualification         
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Sample Contract Forms MS Word Files MS Excel Files PDF Files
Model Professional Service Agreements         
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Department Related Forms MS Word Files MS Excel Files PDF Files
Abbreviated CMS Purchasing Glossary  MS Word Document       
Change Request Form     MS Excel Document    
Change Request Form - Instructions  MS Word Document       
Department Request to Create a Vendor  MS Word Document       
Department Requisition and Continuation Form (modified 07-31-07)     Excel Document    
Department Requisition and Continuation Form - Instructions  MS Word Document       
Emergency Form  MS Word Document       
EZ Requisition and Continuation Form     MS Excel Document    
EZ Requisition and Continuation Form -Instructions  MS Word Document       
Freight Term Values  MS Word Document       
Hiring and Expenditure Freeze Guidelines (modified 12/22/03)  MS Word Document      PDF document 
Hiring and Expenditure Freeze Guidelines (Revised) modified 07/07/04  MS Word Document      PDF Document 
Justification for GF Purchase over 2000     MS Excel Document    
New CSULB Units of Measures  MS Word Document       
NIGP Codes     MS Excel Document    
Purchasing Order Types Form  MS Word Document       
Sole Source Form / Sole Brand Form  MS Word Document       
Standard Comments  MS Word Document       
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Financial Reporting   Issue Date MS Word Files MS Excel Files PDF Files
Chartfield Request Form 2008-08-01  Excel Document
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Information Technology Services Procedures and Forms

Computer Operations & Services MS Word Files MS Excel Files PDF Files
Control-M Job Definition Single Request Form     MS Excel Document   PDF Document 
Control-M Job Definition Multi Request Form     MS Excel Document   PDF Document 
Control-M/Production Control Procedure        PDF Document 
Employee Label/List Request Form  MS Word Document   MS Excel Document    
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Network Services MS Word Files MS Excel Files PDF Files
Computer Account Application        PDF Document 
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Telecommunications MS Word Files MS Excel Files PDF Files
Workorder Form [ Instructions ] [ Sample ]        PDF Document 
Telecom Project Forms        PDF Document 
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Facilities Managment

Facilities Management MS Word Files MS Excel Files PDF Files
Gas Cart Six Month Service  word document       
Electric Cart Six Month Service  word document       
Trip / Daily Operator Checklist  word document       
4,000 Mile / 6 Month Vehicle Safety Inspection  word document       
12,000 Mile / Annual Vehicle Safety Inspection  word document       
Monthly Maintenance Check for Gas and Electric Carts  word document       
Monthly Maintenance Check  word document       
Motor Vehicle Memo Weekly Inspections  word document       
Motor Vehicle Inspection Policy  word document       
Motor Vehicle Inspection Policy Memo  word document       
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Motion Picture / Video / Photography MS Word Files MS Excel Files PDF Files
Appendix A - Production Company Information [University Requirements]        PDF Document 
Appendix B - Production Details [University Requirements]        PDF Document 
Appendix C- Application [University Requirements]        PDF Document 
Statement of Intent [University Requirements]        PDF Document 
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Budget Planning and Administration Forms

Budget Management  Issue Date MS Word Files MS Excel Files PDF Files
Budget Approval Form 2009-06  MS Excel Document
Budget Transfer Form 2009-10 FY 09-10    MS Excel Document  
HR Combination Code Override 2009-10-30    PDF Files
Position Action Form [ Instructions ] 2009-07-13  MS Excel Document  
Position Pool ID [ Instructions ] 2008-03-04  MS Excel Document
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Risk Management MS Word Files MS Excel Files PDF Files
Certificate of Insurance Request Form  MS Word Document      PDF Document 
Form 261: Authorization to Use Privately Owned Vehicles on State Business  MS Word Document      PDF Document 
Form 268: Accident Report (Non-Motor Vehicle)        PDF Document 
Form 270: Vehicle Accident Report        PDF Document 
Form 274: Supervisor's Review-Review of State Driver Accident        PDF Document 
General Release of All Claims Form  MS Word Document      PDF Document 
General Release of All Claims with Air and/or Ground Transportation        PDF Document 
Informed Consent  MS Word Document      PDF Document 
Medical Disclosure and Assumption of Risk  MS Word Document      PDF Document 
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If you have trouble accessing any of these documents, please contact the office whose form it is. For DAF office hours, locations and phone numbers, start here.